How big is Waumandee State Bank's plan?

Waumandee State Bank's plan reported $5.2M in assets and 72 participants for 2024.

Original filing (PDF)20250418133135NAL0005174306001

Waumandee State Bank

Name: Waumandee State Bank — Waumandee State Bank 401(k), Form 5500 (2024)
Creator: Waumandee State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waumandee State Bank 401(k) Plan

401(k) retirement plan · Waumandee State Bank's Waumandee State Bank 401(k) Plan held $5.2M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Elizabeth ABTS signed Waumandee State Bank's 2024 Form 5500 as plan administrator.

Elizabeth ABTS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Waumandee State Bank's EIN is 39-0690180.

EIN 39-0690180

Plan number 002

Plan year 2024

ACK ID 20250418133135NAL0005174306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waumandee State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waumandee State Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAUMANDEE STATE BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score